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Catalyst Financial Partners’s NetApp NTAP Stock Holding History

Catalyst Financial Partners’s Portfolio NTAP Stock Details NTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Sell
1,975
-143
-7% -$14.5K 0.02% 365
2025
Q4 		$227K Buy
2,118
+366
+21% +$41.8K 0.03% 285
2025
Q3 		$208K Buy
+1,752
New +$196K 0.03% 306

Other funds holding NTAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catalyst Financial Partners's NTAP Position: Q1 2026 in Review

Catalyst Financial Partners reduced its NetApp (NTAP) stake by 6.8% in Q1 2026, selling an estimated $14.5K and leaving 1,975 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #365.

Catalyst Financial Partners first reported a position in NTAP in Q3 2025 and has held it in 3 quarters since. The position peaked at $227K in Q4 2025. 855 funds tracked by Wall St. Rank hold NTAP as of Q1 2026.

  • Catalyst Financial Partners held 1,975 shares of NetApp worth $202K as of Q1 2026.
  • Catalyst Financial Partners sold 143 NetApp shares in Q1 2026, an estimated $14.5K.
  • NetApp made up 0.02% of Catalyst Financial Partners's portfolio in Q1 2026, its #365 holding.
  • Catalyst Financial Partners first reported a position in NetApp in Q3 2025 and has held it in 3 quarters since.
  • Catalyst Financial Partners's NetApp position peaked at $227K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held NetApp as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.